workspace_premium FOR AGENCIES & CONSULTANTS

Turn Market Intelligence Into Recurring Revenue

Stop selling hours. Start selling outcomes. White-label our AI-powered signals, AutoPilot outreach, and FundzWatch monitoring to deliver premium intelligence under your brand.

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$4,921
Avg monthly profit per client
90%
Research automation
3+
Weeks ahead of competition
warning The Agency Dilemma

You're Leaving Money on the Table

Your clients need intelligence, but building it in-house kills margins and takes you away from what you do best.

schedule

Trading Time for Money

Stuck in the billable hours trap. Each new client means more team, killing margins.

trending_down

Commoditized Services

Clients see you as "just another vendor" when deliverables look generic.

sync_problem

Manual Research Hell

Team wastes hours tracking competitors, funding, and hiring — work that should be automated.

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No Outreach Infrastructure

Clients expect lead gen, but building outreach systems is expensive and complex.

What If You Could Offer All This Under Your Brand?

50+
AI-qualified leads daily
for each client
150
Competitor domains
monitored per account
∞
AutoPilot sequences
running 24/7
0
Development
cost to you
bolt AutoPilot™ — White-Label Ready

From Signal to Booked Meeting — Under Your Brand

Don't just deliver leads — deliver booked meetings. AutoPilot runs personalized email + LinkedIn sequences automatically when buying signals appear. Your clients see results, you look like a hero.

sensors Signal Detected
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psychology AI Personalizes
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send Multi-Channel
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event_available Meeting Booked
check_circle Human-style outreach
check_circle Auto-stops on reply
check_circle Email + LinkedIn*
check_circle White-labeled reports

*LinkedIn automation via HeyReach integration

How Agencies Use AutoPilot

trending_up Lead Gen as a Service

Client's ICP raises funding → AutoPilot triggers personalized outreach → Meeting booked. Charge $3-5K/month per client for hands-off lead gen.

campaign ABM Campaign Execution

Monitor target accounts for buying signals. When detected, trigger coordinated email + LinkedIn sequences. Report results under your brand.

handshake Retainer Value-Add

Include AutoPilot-powered prospecting as part of marketing retainers. Justify higher rates with tangible pipeline contribution.

verified 100% White-Labeled

Your Brand, Your Intelligence Platform

Everything exports with your logo, colors, and brand. Clients see you as the intelligence provider — not a middleware.

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Custom Branding

Upload your logo, set brand colors, add contact info. Everything looks like your proprietary platform.

description

Executive Reports

Generate PDF intelligence reports with your branding. Add your analysis frameworks and recommendations.

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Multi-Client Management

Separate workspaces for each client with custom ICPs. View-only access or full dashboards.

api

API Access

Pull intelligence into your own tools and dashboards. Build custom integrations for clients.

auto_awesome Complete Intelligence Stack

Four Layers of Intelligence for Your Clients

Everything agencies need to deliver premium market intelligence — all white-labeled.

visibility

FundzWatch™ Website Monitoring

Track 150 competitor and target company domains for strategic changes. Catch signals 3+ weeks before public announcements.

  • check_circlePricing page changes (catch competitor moves)
  • check_circleHiring velocity signals (growth indicators)
  • check_circleProduct launches and feature updates
  • check_circleLeadership page updates
  • check_circleStrategic positioning shifts
bolt

Real-Time Business Signals

50+ AI-qualified leads daily matched to each client's ICP. Same-day alerts on funding, hiring, M&A, and more.

  • check_circleFunding rounds (Seed to Series D+)
  • check_circleExecutive hires and departures
  • check_circleM&A and acquisitions
  • check_circleProduct launches and partnerships
  • check_circleOffice expansions
gavel

SEC 8-K Intelligence

AI-powered analysis of regulatory filings. Translate complex legalese into actionable client insights 3+ weeks before competitors.

  • check_circleDebt and financing events
  • check_circleM&A filings and acquisitions
  • check_circleExecutive departures and appointments
  • check_circleMaterial contracts and litigation
  • check_circleBankruptcy and restructuring signals
psychology

FundzGPT™ Natural Language

Query 200K+ events with natural language. Generate complex analysis in seconds that would take your team weeks.

  • check_circleMulti-signal pattern analysis
  • check_circleCompetitive landscape reports
  • check_circleSector trend identification
  • check_circleCustom client questions answered
  • check_circleExport to white-labeled reports
groups Built for Every Agency Type

How Different Agencies Use Fundz

From solo consultants to full-service agencies, the platform adapts to your business model.

Lead Gen Agencies
Marketing Consultancies
Independent Consultants
Strategic Advisory

For Lead Gen Agencies

Deliver higher-quality leads by combining business signals with AutoPilot outreach. Move from selling contacts to selling booked meetings.

  • check_circle Track hiring, funding, and growth signals across 150 target accounts per client
  • check_circle AutoPilot triggers personalized outreach when signals appear — fully automated
  • check_circle White-labeled reports prove ROI: "12 meetings booked from 47 signals this month"
  • check_circle Charge $3-5K/month for "signal-to-meeting" services vs commodity contact lists

For Marketing Consultancies

Add competitive intelligence to your service stack. Become a strategic partner, not just a campaign executor.

  • check_circle FundzWatch monitors competitor websites for pricing, messaging, and positioning shifts
  • check_circle Deliver monthly competitive intelligence reports under your brand
  • check_circle Create ABM programs triggered by real business events, not just firmographics
  • check_circle Position as data-driven intelligence partner — justify premium retainers

For Independent Consultants

Scale beyond billable hours. Sell intelligence subscriptions alongside advisory services.

  • check_circle One account supports 5-10 client workspaces — massive leverage on your time
  • check_circle Generate weekly intelligence reports in under 30 minutes per client
  • check_circle AutoPilot runs prospecting for retainer clients while you focus on strategy
  • check_circle Look like a large consultancy with professional, branded deliverables

For Strategic Advisory Firms

Augment M&A due diligence, market research, and strategic planning with automated intelligence.

  • check_circle Monitor targets during due diligence — spot risks via SEC filings and website changes
  • check_circle Track hiring velocity, leadership changes, and debt events in real-time
  • check_circle FundzGPT generates complex market analysis reports on demand
  • check_circle Deliver continuous monitoring as post-engagement value-add service
trending_up The Economics Work

One Client Pays for Your Subscription

At $249/month, the platform pays for itself with a single client. Every additional client is pure margin.

Simple Math: Your First 5 Clients

Monthly Client Revenue (5 × $4,000) $20,000
Your Fundz Subscription (Strategic) -$249
Your Time Investment (~5 hrs total) -$500
Monthly Profit $19,251
payments Partner Pricing

Everything You Need to Serve Clients

Strategic tier includes all white-label features, AutoPilot, and multi-client management.

Strategic Tier
$249/mo
Best value for agencies serving multiple clients
  • check_circle AutoPilot™ — Automated signal-to-meeting outreach
  • check_circle FundzWatch™ — Track 150 competitor domains
  • check_circle SEC 8-K Intelligence — AI-translated regulatory filings
  • check_circle White-label exports — Your brand on all reports
  • check_circle Multi-client workspaces — Separate ICP per client
  • check_circle Unlimited FundzGPT™ — Natural language queries
  • check_circle API access — Build custom integrations
  • check_circle 2 seats + dedicated success manager
Book a Demo

Ready to Transform Your Agency?

Join hundreds of agencies who've discovered the white-label advantage. Start delivering premium intelligence to your clients tomorrow.

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